Deal Origination Investment Banking

Deal origination involves finding new opportunities for private equity (PE) firms, venture capital companies and other financial intermediaries. These deals are often the first step towards an actual merger or acquisition.

A small-time broker might design a mailing to send to business owners hoping that they’ll need intermediary services in the event that they decide to sell their company. On the other hand, at the top of http://www.digitaldataroom.org/free-virtual-data-rooms-3-possible-solutions the market, a big Wall Street firm might conduct regular meetings with potential clients in the hopes that they will award them with their mandate for an investment bank transaction.

Both methods have been used for a long time. However, technology has transformed the world by streamlining processes and introducing digital tools that are specifically designed to aid in deal sourcing in the investment banking industry. Private company intelligence platforms, specialized analytics, and purpose-built digital tools for investment banking to speed up the process of finding potential targets and conducting research for a transaction.

Digital tools also facilitate communication between team members and decrease the necessity for manual data entry. They aid investment banks in staying on top of fast-moving deal opportunities, even when team members are traveling and not physically at their desks. These are just some of the reasons why modern investment banks are increasingly using technology to improve their core business processes. For instance, take a look at how DealCloud helped Balfour Pacific Capital to improve their processes and expand their growth with a fully-integrated platform of solutions.